LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$605M
AUM Growth
-$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,935
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$11.8M
3
+$3.22M
4
AAPL icon
Apple
AAPL
+$3.05M
5
RPAR icon
RPAR Risk Parity ETF
RPAR
+$1.9M

Top Sells

1
+$2.38M
2
+$1.84M
3
+$1.69M
4
DBGI
Digital Brands Group
DBGI
+$1.37M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.06M

Sector Composition

1 Financials 18.89%
2 Technology 11.63%
3 Healthcare 5.08%
4 Consumer Discretionary 3.93%
5 Energy 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$18K ﹤0.01%
3,306
-260
1002
$18K ﹤0.01%
205
+8
1003
$18K ﹤0.01%
548
+29
1004
$18K ﹤0.01%
1,479
+99
1005
$18K ﹤0.01%
2,493
1006
$18K ﹤0.01%
314
1007
$18K ﹤0.01%
481
+159
1008
$18K ﹤0.01%
528
-420
1009
$18K ﹤0.01%
572
+566
1010
$18K ﹤0.01%
198
+159
1011
$18K ﹤0.01%
1,034
+210
1012
$18K ﹤0.01%
301
+200
1013
$18K ﹤0.01%
2,092
-513
1014
$18K ﹤0.01%
72
-2
1015
$18K ﹤0.01%
585
+1
1016
$18K ﹤0.01%
131
-51
1017
$18K ﹤0.01%
3,998
+942
1018
$18K ﹤0.01%
947
+808
1019
$18K ﹤0.01%
479
-360
1020
$18K ﹤0.01%
141
-1
1021
$18K ﹤0.01%
293
+22
1022
$18K ﹤0.01%
524
+287
1023
$17K ﹤0.01%
795
-22
1024
$17K ﹤0.01%
81
+9
1025
$17K ﹤0.01%
437
-34
39 40
41
42 43